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Building Better Professionals

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January/February 2016

Register Profile:  Justin Martin

Appealing to the Millennials 







How to Survive as a Millennial in the Workforce

Bosse has encouraging advice on how to communicate between the Baby Boomers to Generation Z. Jamie discusses the differences and values of the generations that you work with and how you can complement each other.
by Jamie Bosse



Must Technology Change the Advisor’s Life? 

Advisors come in all ages. Some seem to have been doing it forever. When I was an advisor, a presenter at an office meeting mentioned Thomas Jefferson. A voice from the back yelled: “Dick had his account.” Others are new and concerned that fresh young faces won’t be taken seriously by older prospects. But everyone must decide on the relationship they will personally have with technology.
by Bryce Sanders

For some time the IARFC has been looking for the best ways to help members get appointments with owners or managers of profitable businesses. There are many reasons we would like to have appointments with these qualified persons. Before you begin to “shop” for names and polish approach methods, let’s consider what business services or products you want to offer, and profile the persons who can be approached.
by Ed Morrow


Our 2016 issues include a special column authored by the IARFC Board, To Comment or Not To Comment… Interview for the IARFC. In our first column, Board Director Mayo Woodward explores the topic of how to stay neutral when the conversation with clients turns sensitive or controversial.

A practitioner-oriented financial magazine written and published  by the IARFC. The Register is published by the International Association of Registered Financial Consultants ©2015, it includes articles and advice on technical subjects, economic events, regulatory actions and practice management. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured.


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Cover Profile Criteria: Profile Participant, must be an IARFC member in good standing, have made contribution to the financial industry, i.e. writing articles, donations to industry events and/or continuing education program activities. Cover Profile Participants are also selected according to the Register annual Editorial Calendar theme and topics.       

Time:  Selection of the Cover Profile Participants are made (early Fall) for the following calendar year. 

Selection Committee:  Is made up of the Editorial Board of the Register (Editor-in-Chief, Editor and IARFC Operations). Final selections are also reviewed by the IARFC CEO and Chairman.

Become a Cover Profile Participant:  Contact the Register Editor-in-Chief, Wendy M. Kennedy at, 513.261.6047 to be added to the roster of names in Cover Profile Participant database.  The Register Editor-in-Chief will contact you if selected within 90 days of the Register publication deadline date you are selected to be profiled.  Please, be prepared to provide your professional resume or vita. 


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 Vol. 17 No. 1 - Justin Martin

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